CEAT Q1 revenue up 22%, margins compressed, Rs 1,205 cr capex announced

Revenue Growth 20pctEbitda Margin CompressionExceptional ItemResults View source PDF

CEATLTD · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-11.1%1-day move

₹3834.00

prior close

₹3626.80

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-2.5-3.2-3.1-4.1-11.1-11.1-12.9-12.7-13.4—————

Up moveDown movePending

AI summary

CEAT posted Q1 FY27 consolidated revenue of Rs. 4,318 crore, up 22% YoY on strong demand. West Asia crisis lifted raw material costs, compressing consolidated EBITDA margin to 8.56% from 10.94%. Consolidated net profit fell to just Rs. 4 crore from Rs. 112 crore. Standalone revenue grew 18% to Rs. 4,163 crore, PAT at Rs. 98 crore versus Rs. 135 crore. Board approved Rs. 1,205 crore capex for two-wheeler tyre capacity by FY31.

Likely market impact

Strong topline growth offset by sharp margin compression and steep profit decline. Major capex signals growth push but adds leverage and execution risk.